Filed February 26, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $358,639 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,049 | $80,211-7.7% | $74,183-0.2% | $63,975+15.7% |
| Participation rate | 97.8% | 84.2%+13.6pp | 76.6%+21.2pp | 71.1%+26.7pp |
| Annual return | 6.32% | 14.13%-7.8pp | 17.74%-11.4pp | 48.65%-42.3pp |
| Employer contribution / active EE | $7,828 | $2,553+206.6% | $2,370+230.3% | $2,182+258.8% |
| Participant deferral / active EE | $8,427 | $4,370+92.8% | $3,550+137.4% | $3,356+151.1% |
| Admin fee / account holder | $61 | $67-9.9% | $5,586-98.9% | $70-14.0% |